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EDUCATION & ENGAGEMENT

outsource Financial’s mantra is ‘education is empowerment’ – we strongly believe in the power of education and continual development. Our training and education programs help you build a multi-faceted business and deliver quality service to your clients.

In addition to this, something we are very passionate about are our complimentary mentoring programs to all outsource Members. Our comprehensive mentoring programs are for both residential and commercial channels and are well-regarded within the industry.

New Entrant Mentoring Program

We are passionate about assisting new-to-industry Members grow successful businesses, so have created an industry-leading, comprehensive 12-month mentoring program which is delivered complimentary to our Members. Sessions are held virtually on a monthly basis and provide New Entrants with a strong foundation and skills to be both, a successful mortgage broker and business owner.

Commercial Mentoring Program

Hosted by outsource, but facilitated by some of our best commercial lending partners, this exclusive 8-part series is run virtually on a national basis one to two times a year and provides participants the opportunity to increase their competence and confidence in commercial loan writing, whilst forming relationships with some of the best commercial BDMs in the industry.

Loan Admin Mentoring Program

At outsource Financial, we recognise that it is important for support staff to have the right start in the industry. As a result, we have designed this short program to provide new-to-industry admin and loan processing staff access to the right information, the best practices and skills to help them add value to your business faster. This program typically runs a few times each year.

CEO Catch Ups

Our CEO likes to keep in contact with our Members, both new and existing. Throughout the year, Tanya will visit our states and regions, and invite members to join her and the relevant State Leadership Team for a High Tea and catch up.

ieducate

Keeping true to our mantra, we offer a weekly education program designed to assist our Members to improve their business practices.

Broken down into three distinct themes; compliance best practices, technical skills and business owner upskilling, these sessions are designed as hour-long learning opportunities to enhance and further your development.

Coffee Clusters

Held regularly in each capital city, these sessions provide an intimate learning environment whereby Members can workshop scenarios with their dedicated BDMs from a wide range of Lenders on the outsource Financial panel.

Lender Days

Held nationally, two to three times a year, Lender Days are an excellent opportunity to build relationships with your local Lender BDMs, whilst getting an overview of niches and update of any recent changes.

Professional Development Events

outsource holds Professional Development (PD) events and series, each year delivered via face-to-face and/or virtual settings.

These sessions focus solely on business owner upskilling, professional development and strategic planning for Members, to assist in the strengthening and growth of their business’.

Convention

Similar to a conference, however what sets outsource Conventions apart from the rest, is an optimum balance of educational development, business skills, exciting events and free time! outsource Financial holds a Convention biennially.

Fraud & Compliance Workshop

Each broker under outsource must attend a minimum of ONE session per year in order to stay up-to-date with the ever-changing environment of our industry.

This workshop is designed to give Members updated knowledge, legislation, processes and tools to use in order to protect them and their businesses.

Software Training

Dedicated software training and upskilling workshops are held regularly throughout the year.

These are designed to guide Members through the multiple components of our recommended software platforms and offerings.

AUSTRALIAN CREDIT LICENCE 384324